Social Mode

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  • Ok privacy and data is mine fanatics – get real!

    Changing the TOS does nothing to protect your data or save it from misuse.  You already put it on the Internet.  Should you decide you don’t want your data on Facebook, there would be no possible way for Facebook to remove the data from the site without completely dismantling the service.  Even legally there’s nothing you can do.  When you send an email, who’s data is it?  when you query google, whose data is it? when you use your cell phone and leave a message, whose data is it? Browsing listings on your DirecTV, whose data is it?  If someone posts information about you to one of these services, who’s data is it?

    Facebook was RIGHT to update the TOS to be an actual reflection of the reality of using web site.  Users want an older, useless TOS to make them feel better but the reality is no document can supercede the physical and literal reality of what happens with your data once you connect to anything.

    Read Google’s TOS again.  Read WebMDs.  Read YouTubes and MySpaces.  You can find similar faults more or less with all of them.  On some level all of them get your data through your use and there’s always a way to wiggle the issues.

    So… if you don’t want someone to have your data, don’t connect to the service.  Better yet, don’t interact with anyone at all who might connect to a service.

    Sorry, this is the reality of the digital world.

    Facebook TOS Much Ado About Nothing

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    Feb 18
  • High School Musical wipes the floor with Spectacular!….

    Would you ever guess that one of the big media battles would be about high school students who sing and dance?

    Nickelodeon unvieled “Spectacular!” tonight during primetime.  It roughly follows the High School Musical formula, which followed the Grease formula.  It’s the same vanilla storyline with similarly pop, radio-ready (depending on your taste) music.  The stars fit the basic good looking mold, even the “nerds” and outcasts.  Heartbreak, redemption and happy endings.

    So what?!  Why post on this?

    It’s pretty clear that Disney has a really strong multi-platform strategy that’s crushing the competition (everyone!).  High School Musical and other recent Disney franchises are everywhere – in every medium, every device, every which way.

    I suspect Viacom (MTV, Nickelodeon…) are looking at the particular franchises and not the overall strategy.  Yes, the franchise contents matter, but I’m wondering if the multi-platform commitment and integrated promotion isn’t more important.   Nickelodeon’s multi-platform approach is very weak.

    Consider the website for Spectacular.  A) It was hard to find in Google B) it is covered with ads for random products (including overlays) c) It doesn’t work well in firefox d) it has no merchandise or cross promotions.

    Consider Nickelodeon’s retail presence.  There isn’t a Nick store in every mall.  Its characters are licensed out to some of the lamest manufacturers and retailers. Nick doesn’t have theme parks or any other way for fans to experience the Nick franchises.

    Combine those negatives with a knock-off property that is maybe a B- TV movie and this is not looking good as an investment by Viacom.

    By my estimation it’s not going to be enough for a media company to just compete on cable TV or in the box office.  You have to manage all of it and manage it well.

    I guess we’ll see if Nick gets some value from Spectacular! when the ratings and first revenue reports come in.  My guess is that it’s a bust.

    There’s something else going on here too.  The economy is putting severe pressure on all forms of media companies.  Media has to produce hits faster and cheaper than ever.  The Internet companies compete with the film studies with the magazines with book publishers with retailers …. everyone just has a different entry point to the consumer.  Worse for the media companies – users get to compete for eyeballs now too!

    Based on the approach of Viacom recently – sueing YouTube/Google, removing embeds from MTV, knock-off High School Musicals… they clearly have not figured out how to compete.

    Spectacular! vs. High School Musical

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    Feb 16
  • You might have seen this proposal request from Mark Cuban.

    I went ahead and threw a hat into the ring with Angel Technology.

    Let’s see what happens, eh?

    It’s a brave new world out there, time to compete.

    Open Source-ish Funding by Mark Cuban

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    Feb 16
  • Update 2/17/09: Here’s a fun piece on CNN about MDs using Twitter from the OR. Again, this is NOT particular useful data being generated.  It is, however, an excellent BROADCAST tool.  Surgeons pushing out updates is useful to families and friends. In the grand scheme of useful information unto itself, this content will have no reuse outside of that surgical operation context.  Perhaps an aggregation and synthesis (not real time) would be useful in trending operations, but there are other, more efficient, ways of computing and comparing data from operations.

    Ok, so perhaps, this is why VCs, media pundits and internet geeks gush over Twitter: The idea that it represents some collective thought stream/collective brain.

    The most common statement about why this colletive stream of drivel has value comes in this excerpt from the TechCrunch post:

    Twitter may just be a collection of inane thoughts, but in aggregate that is a valuable thing. In aggregate, what you get is a direct view into consumer sentiment, political sentiment, any kind of sentiment. For companies trying to figure out what people are thinking about their brands, searching Twitter is a good place to start. To get a sense of what I’m talking about, try searching for “iPhone,” “Zune,” or “Volvo wagon”.

    Viewing the proposed examples SEEMS to validate the claim.  However, online discussion and online “tweets” are NOT the same as the behavior you’re actually trying to gain insight into.  Whether people are into a brand is not accurately assesed by viewing what they SAY about it — it’s what they DO about it.  Do people BUY the brand? Do they SHOW the brand/products to others?  Do they consume the brand?

    These above examples are not predictive in anyway.  They are reflective.  Twitter can’t do much better than Google, blogs, and news outlets at ferreting out important events, people, products, and places before they are important.  Twitter, in some respects gets in its own way because the amount of “tweet” activity is not always a great indicator of importance.  In fact, some of the most mundane events, people and places get a ton of twitter activity versus really important stuff.

    Twitter is also highly biased.  It is predominately used by the technical/digtial elite.  Yes, it’s growing quickly, but it still doesn’t reflect more than perhaps 1-2% of the US population.    Heck, even Google traffic is highly biased, as only 50% of the US population uses search every day. You say, so what, it will get there!  No, it won’t.  Consider the following examples.

    Twitter can’t tell you ANYTHING about the real stuff of life like Baby Food, Peanut (recall), or your local hospital. (I leave it as an exercise for the reader to try these searches on Google and compare the results).  With more usage, this only gets more impossible to find the real information.  New tools to parse and organize tweets must be created.  This implies you’ll need computational time to parse it all, thus destroying the “real time part” the techcrunch authors and this quoted blogger adore.  Beyond just filtering and categorizing, an engine needs some method to find the “accurate” and “authoritative” data stream.  Twitter provides no mechanism of this and doing so would destroy it’s general user value (you don’t want to have to compete with more authoritative twitterers, do you?)  Twitter search would need to become more “Googly” to matter at all in some bigger world or commerce sense.

    TechCrunch correctly identifies this problem:

    An undifferentiated thought stream of the masses at some point becomes unwieldy. In order to truly mine that data, Twitter needs to figure out how to extract the common sentiments from the noise (something which Summize was originally designed to do, by the way, but it was putting the cart before the horse—you need to be able to do simple searches before you start looking for patterns).

    So where does Twitter really sit and does it have value?  It is a replacement for the newsgroup and chatroom and some IM functions.  It has value, obviously, because people use it.  Users replace their other forms of conversation with Twittering.  Broadcasters and publishers are also replacing other forms of broadcasting/pushing messages with Twitter.  This, too, has value in that Twitter better fits the toolsets more and more of us sit in front of all day long.  It’s somewhat of a “natural” evolution of things to find a new mechanism of broadcasting when a medium (terminals attached to the network) reaches critical mass.  The hudson river landing example is a better example of the shift in broadcasting method than it is of some crack in the value of Google and others for a value to have “real time search.”  If that logic were sound, CNN would been hailed as a “Google Slayer” as they are more real time than Twitter is (yes, they use twitter and ireport and citizen journalism…).    In fact, CNN is the human powered analytic filter required to make sense of real time streams of data.  News journalists capture all that incoming data and find the useful and accurate information and summarize and rebroadcast.

    If I were an operator of IM networks or a business that relied on chatrooms and forums, I’d be worried.  Google, news outlets and other portals should not be worried.  They don’t need more contextless content to sift through, they do just fine without yet another 99% source of throw-away thoughts.

    I, myself, am not a Twitter-hater.  It is a great media success.  It probably can make money.  However, it doesn’t represent some shift in social networking, high tech, communications, much less how we interact.  Anyone who claims that must be delusional or hoping to make a buck or two, which is fine too.

    TechCrunch concludes with the real question here:

    But what is the best way to rank real-time search results—by number of followers, retweets, some other variable? It is not exactly clear. But if Twitter doesn’t solve this problem, someone else will and they will make a lot of money if they do it right.

    Is there a possibility to generate a collective thoughtstream? big Internet brain?  Sure, in some loose sense, that’s already happened.  Twitter (and other tools) is just a piece of the puzzle.  The human brain doesn’t have just one piece you can claim as the main part – the CPU that can make sense of everything.  Why should we think something less complicated (the Internet has far fewer nodes, interconnections and far higher energy demands than just one human brain!) have a central core (service) providing some dominant executive function?   There are several reasons this physically can’t happen.  The main thing, I mentioned it earlier, is that making sense of random streams of data requires computational time.  The more inputs a system takes in, the more computation it requires to make sense (or to filter it in the first place).  New information or new types of information must first be identified as potentially useful before they can even be included for summarization.  And so on.  The more useful you need to make entropic data (random), the more energy you need expend. Raw data streams trend toward entropy, yes in an informatic and thermodynamic sense.

    In other words, no one company is going to figure out how to rank real time search results – it can’t be done.  Perhaps more damning is, it doesn’t need to be done.  There’s no actual value in searching real time.  The idea of searching is that there is some order (filter) to be applied.  When something happens, John Borthwick, correctly claims “relevancy is driven mostly by time”.  So twitter already has the main ordinal, time, as it’s organizing principle.  Perhaps TC and John Borthwick desire a “authority” metric on tweet search… however, you can’t physically do this without destroying the value of real time.  No algorithm accounting for authority will be completely accurate -there’s a trade off with real time and authority.  (PageRank has the similar problem with authority and raw relevancy, as no name authors and pages often have EXACTLY what you want but you can’t find them.  This is a more damaging problem in “real time” scenerios where you want the RIGHT data at the RIGHT TIME).

    If Twitter could plant an authoritative twitterer at every important event and place, real time twitter search might become real.

    Oh wait, that’s called Journalism – we already have 1000s of sources of that.

    The Fallacy of Twitter As Useful Thoughts (for commerce)

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    Feb 15
  • I jokingly made a site Can’t Blame Me!.  Sadly, TIME doesn’t get the joke and actually thinks they can identify people to blame.  Or maybe they did get the joke and thought a similar concept on their site would generate some traffic.

    Let’s be clear: there’s no way to blame anyone.  It just is.  There’s no way to draw a casual chain that would allow you to blame GWB anymore than you can blame yourself.  If everyone is equally (or not equally but undecibly so) to blame, you can’t blame anyone.

    Blame for the Economic Crisis? Can’t blame me!

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    Feb 13
  • Someone did the work I wanted to… well, sorta wanted to…

    Here’s a decent set of data about one of the latest internet ‘memes’, 25 Things.

    Still, viral marketers might take note of the patterns that “25 Random Things About Me” obeyed. The best hope for someone looking to start a grass-roots craze is to introduce a wide variety of schemes into the wild and pray like hell that one of them evolves into a virulent meme. If evolution is any guide, however, there’s no predicting what succeeds and what doesn’t. Just look at the platypus.

    A decent non-conclusion, and probably accurate.

    Origin of 25 Random Things Meme

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    Feb 12
  • Please run this blog through the Baloney Detection Kit that was published here in the last 90 days. I recommend you do it for every media byte but, a guy off the streets writing about our global financial crisis may need it more than others for obvious reasons.

    There is a postulate that states, “People will fight harder to keep just what they have than they will to double it.”

    The financial crisis we are now experiencing – much like the one in the 1930s – is the collection of consequences for not attending to or understanding the dynamic relationships between 50 or so markers with thousands of events, also dynamic, that occur in the marketplace.

    At the same time, those with access and responsibility for our economic homeostasis were postulating and positioning the use of recycled and flawed approaches as having ‘mitigating’ circumstances surrounding their failures, again and again and…… again.Each time our institutions fell further behind at tortuous attempts of adjusting the dials to prove or show these fanciful approaches were correct but not executed correctly. No one flinched.

    Each time the fanciful approaches were linked to current fears – mostly social, that were then maintained lest a change in ‘the’ approach make things worse, as in the postulate above.

    Fear and shallow rhetoric prevented our economic behavior from being empirically subjected to an experimental analysis of the behavior of markets. Now we have another chance. The consequences for greater pain are more probable than any temporary gains from standing pat or biding our time. Our trillions of lost dollars and savings and confidence has occasioned a search for another method, to find a different method, a variation, to bring confidence as well as some level of empiricism to financial institutions that only pretend to be empirical.

    Our strengths as a country and culture are science. It is time to try what we know works to get us to the moon and extend the average life spans in less than one hundred years from 37 to 74 years. It is also fitting that an empirical variation will help us understand what Darwin saw (whose 200 birthday we celebrate this Thursday) as the dominate feature in all species over 150 years ago.

    For nay-sayers and those that have a vested interest (no pun intended) in that status quo of this pig in a poke economic approach, one can only suggest that the time for something else is upon us. That ‘something’ isn’t witchcraft, tea leaves, prayer or a link to LinkedIn.com. It is science in excess. I hope that idea gets more traction faster than Darwin’s ideas have fared.

    You better hope so too.

    Darwin and experimental analysis of the behavior of markets

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    Feb 11
  • Put 2 trillion into education.

    Revamp every school.

    build more schools.

    pay teachers very highly (pay based on college enrollment + post graduate employment)

    any county not graduating 95% within 2 years loses funding.

    SEE WHAT HAPPENS!

    We do not have the tools, concepts, culture and work force ready to take on what swirl exists.

    My Proposal for Stimulus

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    Feb 10
  • From a private email from Mahesh Johari:

    If you find yourself agreeing with what is presented below, is there anything you can do that will make a difference?  Do you know a Senator, a Congressman, the President?  Don’t be shy to act if you agree.  

     

    People have asked for my opinion of the stimulus bill recently.  Shortly after lunch today, I came to a definitive conclusion.  The current stimulus bill has no chance to solve our crisis.  People have also asked me what will solve the crisis, and this answer was also clear after today’s lunch.  Only one of two things will truly help: Either (1) we need to either increase the number of people in our country, or (2) we need to destroy some housing inventory.

     

    By now you’re probably thinking… who did I have lunch with?  A banker?  A professor?  A Federal Reserve economist?

     

    None of the above.  I had lunch with a dolphin trainer.

     

    Professionally speaking she’s far removed from the world of economics.  As she asked me about the stimulus bill, I forced myself to explain things as clearly as I could.  In the course of doing so, I gained my own clarity.

     

    Here’s what I told her (a small part of this you’ve heard before):

     

    The fundamental problem is too many houses, and not enough people to live in them.  We have made a product that lasts 50+ years to great excess – to the point that there is too much of that probably to reasonably be consumed by the current population.  There are only two ways to solve that problem… if the light bulb hasn’t gone off already, read on to find out what they are!

     

    First, let me make the case for too many homes: Turn your attention to tables 3 & 4 of this statistical release on housing: http://www.census.gov/hhes/www/housing/hvs/qtr408/files/q408press.pdf

     

    You will see from table 4 that the home ownership rate for a long time was stable between 64 and 65%.  As the bubble accelerated, that figure climbed to 4%.  If we return to the long run averages it means that relative to 2004-2006 levels, 4% of Americans will be displaced from owning their home.  According to this data, we’re not halfway there.

     

    You’ll see from Table 3 that the vacant units of housing comprise 15% of total inventory.  Similar historical tables show that a stable long term average is closer to 11.5%-12%.  That means we have almost 3% too many housing units in the country – roughly speaking near 3.9 million excess units.  Consider that the average household has 1.5 workers, and you see that we would need nearly 6 million new jobs to have enough households to fill all the excess housing units.

     

    The bottom line is that even with varying assumptions and slightly different numbers, the conclusion is still that there are too many homes and not enough people to live in them.  All the economic stimulus in the world isn’t going to create more people, that requires… ahem… another kind of stimulus.  As you drive around your town over the next week, note the “For Rent/Sale” signs and empty new developments.  Intuitively you will realize that my simple analysis is absolutely correct: there are too many housing units.

     

    Our population and labor force demographics simply cannot support all the homes we have.  In a theoretical economic model of supply and demand, when supply is too great, price falls and the quantity of product consumed increases.

     

    Housing is a different animal – when demographics are such that there may not be enough people to fill all the housing units in the country,  almost regardless of price, housing prices will simply keep falling for a long time to come.  There almost isn’t a realistic price at which you could create enough housing demand to fill all the housing units we have – there aren’t enough people!  And, if prices fell that low, a vast amount of wealth and jobs would be destroyed in the process.

     

    Think about it this way: a stimulus (tax incentive) to buy a home can get me to leave my apartment and move into a house.  Now my apartment is vacant… who’s going to live there?  Here’s a better one – let’s say I’m upside down in too much home and I have enough cash in the bank to buy a smaller home – I can walk away from my upside down mortgage (sending the home into foreclosure), buy a smaller home for cash down, and make $15,000 extra from the government in the process.  The damage done by one such foreclosure will outweigh the benefit of even 5 or 10 legitimate purchases.

     

    Do you see?  All of the housing stimulus is like a giant game of musical chairs, with a few million extra seats.  The money thrown in that direction is literally a COMPLETE WASTE.

     

    If home prices keep declining, guess what?  The banks balance sheets keep getting worse, the real estate & construction sector remain a mess, and we don’t get out of this morass.

     

    The root cause can only be addressed by one of three things:

    (1) The passage of time: which will allow for natural destruction of the housing inventory and an adequate increase in the population.

    (2) Increasing the population dramatically: so there can be enough people to live in the homes!

    (3) Destroying housing units: so there aren’t too many homes!

     

    So besides waiting, what can we do to address the root cause?  How about these crazy ideas – which only seem crazy until you realize the porpoise they serve.  Ok that was a bad pun, but what do you expect after lunch with a dolphin trainer?

     

    INCREASE IMMIGRATION: Smart, talented, motivated people all over the world want to come to the United States.  Let’s accelerate the process of getting them here so they fill some of our empty homes!  Let’s find a way to keep the immigrants who are here and being productive from leaving.

     

    GOVERNMENT PROJECTS THAT REQUIRE THE PURCHASE OF PRIVATE RESIDENTIAL PROPERTY:  Does your city need a good public train system?  What better time for the government to buy up homes on critical urban traffic routes!  We can bulldoze the homes and put in those trains.  Creates jobs, reduces long term energy use, and reduces housing inventory.

     

    COMMUNITY AGRICULTURE OR ENERGY COOPERATIVES:  Oh let’s take the insanity all the way, shall we?  Here’s a stimulus package – let’s buy a bunch of empty houses and turn the land into a solar farm, a wind farm, or heck… just a regular farm.  Let’s find a way to let people in the neighborhood use the land to generate energy, or to grow things.  Great long term benefits and an immediate destruction of huge amounts of housing inventory.

     

    COMMUNITY CENTERS:  Let’s take the empty homes and turn them into community centers, 1 million centers, each with an annual budget of $50,000 for the next 10 years will only cost $500 billion.  I laugh at the usage of the word “only”, but you get my drift.

     

    What happens if we don’t address the issue directly?  There is only one logical conclusion – property values continue to fall.  Home prices will fall to a point that is so low that people will buy them because (a) the land is worth more, (b) the materials in the home are worth more, or (c) the owner feels they can afford to carry the property for some time and still turn a profit.  Remember that home values tend to be set by the last sale price – the glut of inventory will determine that price, not the people who live in the homes.  We’re nowhere near that level now.

     

    If we don’t address the issue directly, our national debt will spiral upwards as we waste money on ineffective stimulus.  Tax revenues will drop dramatically as house values fall.  Banks will continue to feel pressure from foreclosure and falling home prices.  The jobs that were lost in the real estate and construction, they will not coming back any time soon.

     

    By now, I am hoping you understand what I think is the correct approach to dealing with our crisis: more people, or fewer homes.  It’s very simple… Take your pick!

    Stop the Stimulus – There are too many homes?

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    Feb 10
  • Getting webMathematica working on MacOS X was not entirely trivial, even with decent install instructions.

    Here’s what you’ll need to avoid wasted time in getting set up:

    1. Install Mathematica first, ideally the latest version
    2. Your java should be fine provided you’re on OS X 10.4.11+, but double check your java -version looking for 1.5+
    3. Use tomcat6.  I tried glassfish, it was kinda a pain (i.e. it wasn’t drag and drop like tomcat)
    4. get the webMathematica.zip or .war file and deploy within the webapps folder in tomcat
    5. create a mathpass file and put it in the /conf folder in the webmathematica web app.  Follow this formating.   Be sure to register you webMathematica with register.wolfram.com to get your mathID and all that.
    6. Grab the J/Link jar from your current Mathematica.app/SystemFiles/Links/JLink/JLink.jar  and dump it into your tomcat/webapps/webmathematica/lib/JLink.jar — maybe this isn’t necessary, but i figured it would be best to match the JLink that came with the kernal to the one used in the local webMathematica (I couldn’t get it to work with the .jar on the webMathematica disk)
    7. start tomcat.  try the examples.
    8. COMPUTE

    Sadly there are very few other places to get webMathematica troubleshooting tips.  The FAQs aren’t too deep and the forums have nothing.  Generally there aren’t a whole lot of people using webMathematica (should be more!) so community support suffers.  Also, those who are using it generally aren’t on Mac OS X 10.5.6+.

    Post a comment if you changes or suggestions or your own experience.

    webMathematica and MacOS X

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    Feb 7
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